ST Alpha - "Iger has no interest in giving Peltz and his backers credit for anything (Stock bump, company focus, succession, strategy) -- nm*" (Reading a Post)

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Iger has no interest in giving Peltz and his backers credit for anything (Stock bump, company focus, succession, strategy) -- nm*

Posted by budice Apr 4 '24, 06:42

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Responses:

I love that he basically called out Perlmutter for driving the whole thing without ever saying his name. -- nm - David Apr 4, 07:10 4
- Noticed that. Also not mentioning Chapek by name either. But did acknowledge the bad hand Chapek was dealt. -- nm - budice Apr 4, 07:14 3
  - Yup. He was given the opportunity to throw Chapek under the bus and refused. -- nm - David Apr 4, 07:16 2
    - Iger clearly knew Billions of $$ D+ was spending. Offering it for the $7 initially was a big loss leader for them to drive subscriber #s. (Actually mentioned $4B for a year) -- nm* - budice Apr 4, 07:21 1
      - I thought it was interesting how blunt he was about the state of other services and their desperate need for consolidation. - David Apr 4, 07:23

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